2023 Form 5500 filing — Kawasaki Rail Car, Inc. 401(K) Investment Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014084744NAL0026847633001) for Kawasaki Rail Car, Inc. 401(K) Investment Retirement Plan, reported by Kawasaki Rail Car, Inc. under EIN 13-3507137 and plan number 001. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084744NAL0026847633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kawasaki Rail Car, Inc.
- EIN
- 13-3507137
- Plan number
- 001
- Location
- Yonkers, NY
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,234,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,234,696
- Employer contributions
- $1,235,323
- Participant contributions
- $2,405,759
- Total income / additions
- $12,067,845
- Benefits paid
- $2,995,519
- Administrative expenses
- $131,226
- Total expenses
- $3,116,508
- Net increase / (decrease)
- $8,951,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $100,302 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $30,924 | $0 |